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Dutch Bros (BROS) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Dutch Bros (BROS - Free Report) reported revenue of $549.84 million, up 29.8% over the same period last year. EPS came in at $0.25, compared to $0.19 in the year-ago quarter.

The reported revenue represents a surprise of +0.16% over the Zacks Consensus Estimate of $548.97 million. With the consensus EPS estimate being $0.24, the EPS surprise was +4.17%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Dutch Bros performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • System same shop sales and transactions: 4.4% versus the five-analyst average estimate of 4.7%.
  • Shop count, end of period - Total shop count: 1,273 versus 1,268 estimated by five analysts on average.
  • Shop count, end of period - Franchised: 313 versus the four-analyst average estimate of 318.
  • Shop count, end of period - Company-operated: 960 compared to the 948 average estimate based on four analysts.
  • Total net - new shop openings: 48 compared to the 52 average estimate based on three analysts.
  • Company-operated same shop sales and transactions: 5.4% versus the three-analyst average estimate of 6.2%.
  • Company-operated new openings: 42 compared to the 59 average estimate based on three analysts.
  • Franchised new openings: 6 compared to the 3 average estimate based on two analysts.
  • Revenues- Franchising and other: $34.83 million compared to the $33.89 million average estimate based on seven analysts. The reported number represents a change of +13.3% year over year.
  • Revenues- Company-operated shops: $515.01 million versus $514.64 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +31.1% change.
  • Contribution - Company-operated shops: $144.48 million versus the four-analyst average estimate of $142.58 million.
  • Gross Profit - Company-operated shops: $109.48 million compared to the $107.65 million average estimate based on three analysts.

View all Key Company Metrics for Dutch Bros here>>>

Shares of Dutch Bros have returned +11.6% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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